MCM

Monument Capital Management Portfolio holdings

AUM $400M
1-Year Est. Return 28.28%
This Quarter Est. Return
1 Year Est. Return
+28.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$308M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$8.86M
3
+$8.42M
4
CVX icon
Chevron
CVX
+$3.34M
5
STLD icon
Steel Dynamics
STLD
+$2.44M

Top Sells

1
+$6.11M
2
+$4.9M
3
+$3.54M
4
ETN icon
Eaton
ETN
+$2.99M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.71M

Sector Composition

1 Industrials 12.1%
2 Consumer Discretionary 8.45%
3 Financials 6.67%
4 Technology 5.71%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.8M 7.71%
52,641
+1,440
2
$21M 6.81%
129,573
+51,904
3
$20.6M 6.68%
56,843
-2,737
4
$19.3M 6.27%
211,354
+96,894
5
$18.1M 5.87%
167,715
+90,680
6
$11.8M 3.83%
116,872
-5,521
7
$7.95M 2.58%
165,409
-1,826
8
$7.67M 2.49%
24,883
+1,259
9
$5.84M 1.89%
39,273
-681
10
$4.15M 1.35%
31,559
-469
11
$3.89M 1.26%
22,279
-329
12
$3.89M 1.26%
24,640
-1,507
13
$3.72M 1.21%
22,086
-3,976
14
$3.63M 1.18%
22,884
+176
15
$3.57M 1.16%
16,645
-584
16
$3.54M 1.15%
15,891
+370
17
$3.39M 1.1%
33,537
-414
18
$3.34M 1.08%
+20,505
19
$3.25M 1.05%
15,322
+1,094
20
$3.11M 1.01%
133,289
-8,935
21
$3.07M 1%
5,952
-37
22
$2.89M 0.94%
43,860
-254
23
$2.79M 0.9%
9,316
-99
24
$2.76M 0.9%
18,082
+13
25
$2.7M 0.87%
13,481
-234
1
2 3 4 5